Nested / sub-workstreams for time tracking
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Dolly Sharma
Feature request: Nested / sub-workstreams for time tracking
Currently workstreams are a flat list, and monthly close workstreams (e.g., "Close - July 2026") auto-group under a "Month end close" parent in the UI. It would be extremely useful to be able to add a second level of nesting under each monthly close — e.g., Close – July 2026 → Reconciliations, Transaction Review, Accruals, Reporting, Client Communication. This would let firms measure time by section within a specific month's close without losing the per-month grouping, and would make Capacity Planning far more actionable for identifying bottlenecks in the close process.
Grace Lewis
Merged in a post:
Ability to have a workstream AND and "Activity" in time tracking
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Andrea Forte
I would like to have the ability to select which close we are working on AND also what section of the close. For example: Select the "August 2024 close" and then "Bank Feeds". Right now, I have to choose one or the other... and sometimes we are working on multiple closes for a client (Especially when the client sends us their stuff late). I would like to run total time per close, but also total time for certain "Activities" (bank feeds, reconciliations, quality control, etc)...
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Ryan _
Yes, something like this would be solid.